AIFAIM
XLV icon

American Institute for Advanced Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

American Institute for Advanced Investment Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Sell
9,267
-708
-7% -$105K 0.85% 31
2026
Q1 		$1.46M Sell
9,975
-152
-2% -$23.4K 0.95% 28
2025
Q4 		$1.57M Sell
10,127
-160
-2% -$24K 1.01% 25
2025
Q3 		$1.43M Sell
10,287
-384
-4% -$52K 0.94% 28
2025
Q2 		$1.44M Sell
10,671
-5
-0% -$675 1.02% 28
2025
Q1 		$1.56M Sell
10,676
-483
-4% -$70.2K 1.19% 21
2024
Q4 		$1.54M Sell
11,159
-2,639
-19% -$386K 1.14% 21
2024
Q3 		$2.13M Buy
13,798
+206
+2% +$31.2K 1.52% 13
2024
Q2 		$1.98M Sell
13,592
-105
-0.8% -$15.1K 1.52% 13
2024
Q1 		$2.02M Sell
13,697
-198
-1% -$28.4K 1.6% 14
2023
Q4 		$1.89M Sell
13,895
-851
-6% -$111K 1.67% 13
2023
Q3 		$1.93M Sell
14,746
-1,094
-7% -$145K 1.79% 11
2023
Q2 		$2.1M Buy
15,840
+1,946
+14% +$257K 1.84% 13
2023
Q1 		$1.71M Sell
13,894
-3,155
-19% -$412K 1.83% 13
2022
Q4 		$2.32M Buy
17,049
+374
+2% +$49.6K 2.12% 11
2022
Q3 		$2.02M Buy
16,675
+7,115
+74% +$916K 1.89% 14
2022
Q2 		$1.23M Sell
9,560
-245
-2% -$32.1K 1.07% 30
2022
Q1 		$1.34M Sell
9,805
-610
-6% -$80.8K 0.97% 31
2021
Q4 		$1.47M Sell
10,415
-75
-0.7% -$9.96K 0.99% 33
2021
Q3 		$1.33M Sell
10,490
-400
-4% -$52.9K 0.95% 34
2021
Q2 		$1.37M Sell
10,890
-5,141
-32% -$630K 0.97% 34
2021
Q1 		$1.87M Sell
16,031
-909
-5% -$105K 1.43% 21
2020
Q4 		$1.92M Sell
16,940
-140
-0.8% -$15.3K 1.54% 20
2020
Q3 		$1.8M Sell
17,080
-1,035
-6% -$109K 1.62% 20
2020
Q2 		$1.81M Buy
18,115
+236
+1% +$23.3K 1.71% 19
2020
Q1 		$1.58M Buy
17,879
+925
+5% +$89.9K 1.72% 18
2019
Q4 		$1.73M Buy
+16,954
New +$1.63M 1.67% 20

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

American Institute for Advanced Investment Management's XLV Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.1% in Q2 2026, selling an estimated $105K and leaving 9,267 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #31.

American Institute for Advanced Investment Management first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.32M in Q4 2022. 1,388 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • American Institute for Advanced Investment Management held 9,267 shares of State Street Health Care Select Sector SPDR ETF worth $1.47M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 708 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
  • State Street Health Care Select Sector SPDR ETF made up 0.85% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #31 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.32M in Q4 2022.
  • 1,388 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.